In 2008, Russell achieved the milestone of becoming a Certified Financial Planning Practitioner®, highlighting his commitment to professionalism and excellence in his field. His approach to financial planning is centred around the needs and goals of his clients, reflecting his client-centric philosophy. Russell is known for his passionate and empathetic approach, driven by the desire to help his clients build and grow their wealth.

Reliability, integrity, and honesty are the foundations of Russell's work. He believes in establishing trust and maintaining transparency with his clients, ensuring that they receive the highest level of service and advice. His ability to connect with people and businesses on various levels allows him to build strong relationships and effectively implement financial planning strategies. Through his efforts, Russell has played a pivotal role in establishing Roxburgh Trust as a leading financial planning practice that is trusted and valued by its clients.

Outside of his professional life, Russell prioritizes his family and cherishes quality time with them. He engages in various activities such as playing padel, golf, swimming, gym and traveling, which brings him joy and balance. His life motto, "The best way to predict your future is to create it," reflects his proactive mindset and determination to take control of one's destiny.

Overall, Russell's journey in the financial services industry is characterized by his client-centric approach, integrity, and passion for helping others achieve their financial goals. Read Less

He loves helping people achieve their financial goals with his analytical and detailed approach to planning, taking great pleasure in understanding their needs and using all the tools at his disposal to make his clients’ dreams into reality.

Rob uses his extensive skills to maintain a steady ship when it comes to Roxburgh’s own finances, offering added peace of mind to the company’s clients. Rob loves the flexibility that is possible at Roxburgh, and structures his time effectively to be able to relax with his family, travel, and go hiking. He also enjoys movies, good restaurants and fine wine.

His life motto? "Live life while it’s happening." Read Less

He builds strong relationships with his clients, offering a reassuring balance with his financial expertise, legal knowledge and life experience. Pieter values his career in financial services because it gives him the opportunity to add real value to people’s lives, an ethos that guides him in his personal and professional spheres.

He is a keen outdoorsman, and loves spending time with his family and reading. Judo is also a great passion in his life.

His life motto? “We are what we repeatedly do.” Read Less

He joined Roxburgh Trust in 2001 as an Associate Financial Planner, and takes tremendous personal interest in his client’s financial affairs with a special interest in asset management and the market factors affecting his clients’ portfolios.

Clinton holds a certificate in Financial Planning (Milpark Business School), is an AFP™ professional, but originally gained a Bachelor of Veterinary Science in 1985 from the University of Pretoria, in private practice as a vet until 1999. Read Less

He joined his late father in a successful financial planning practice in 1992, and joined Roxburgh Trust as a Shareholder and Director in 2002.

Colin's main focus and passion is to assist and advise his clients to become financially astute and secure, and to help them understand the workings of the financial markets.

Colin attained a post graduate Certified Financial Planning qualification from the University of Orange Free State in 2001 as well as a post graduate diploma in Investment Analysis and Portfolio Management from the University of Johannesburg in 2007. Read Less

He has worked in large corporates and small businesses, with this diverse experience giving him deep insight and understanding of the wide range of products in the marketplace. His well-established platform of knowledge positions him to offer well-rounded and insightful advice to his clients.

Duncan is passionate about helping his clients create wealth and financial stability, making sure that they understand their own products and investments and enjoy the pace of mind that comes with a financial plan that has financial freedom as its end goal.

He enjoys running, cycling, mountain biking and participating in triathlons, and reads in his downtime.

His life motto? "The two most powerful warriors are patience and time". Read Less

Candice has a wealth of experience in the Financial Services Industry across a broad spectrum of product solutions. In 2017 she established her own Momentum Consult Sandton Franchise and then in 2019, she started her own financial services entity, Veracity Wealth PTY Ltd.

Candice’s focus has always been on her clients. She is passionate about creating personalized financial solutions that truly work for their needs. She is dedicated and committed to giving practical advice and true peace of mind to everyone she works with.

Candice joined Roxburgh Trust in 2020 and is excited to be part of this dynamic and holistic business. Read Less

Lara founded Integral Wealth Management in 2015 and the company was a finalist in the FPI Approved Professional Practice Awards in 2023. That year she was also awarded the FPI Financial Planner of the year award.Lara joined Roxburgh Trust in 2024 so that she can spend more time with her clients and less time running a company. She is excited about the breadth of skill and talent at Roxburgh and the opportunity to continue making meaningful change to the lives of those she serves. “The value system at Roxburgh of putting clients first in all that we do and building long term trust relationships with all our strategic partners aligns with my career goals. Making a difference in the lives of my clients is fulfilling and gives my life meaning and purpose”. Lara loves spending time cooking for family and friends, enjoys travel, and keeping fit.

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